Faster Quoting
Aside from automating report and sales tracking, TOPQuote offers many tools and features that enable your team to work faster:
- Copy As New: Establish "standard quotes" as templates. Imagine having a warehouse quote with typical parts, material, and labor, then easily cloning it for a new project and tweaking the differences.
- Custom Catalogs: Create catalogs filled with your go-to parts and materials. Favorites help you pick projects faster!
- Assemblies: Build commonly grouped items as assemblies. Assemblies act as kits, allowing you to quickly grab a panel and its common counterparts or a fire pump and everything that goes with it.
- Quote Sharing: Speed up knowledge transfer by enabling your team to quickly share an older quote with a colleague.
- Persistence:Your team can have TOPQuote learn labor factors, fabrication costs, and labor assignments.
- Automation:Automatically pick couplings, assign labor, and speed up part and material selection with custom automations configured specifically for your team.
- Defaults:Establish standard proposal templates, material types, expenses, labor rates, folders, margins, and labor tasks.